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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $60,626-100.0% | $67,313-100.0% | - |
| Participation rate | 0.0% | 67.4%-67.4pp | 69.1%-69.1pp | - |
| Annual return | -1.57% | -11.72%+10.1pp | -4.08%+2.5pp | - |
| Employer contribution / active EE | $0 | $1,339-100.0% | $2,566-100.0% | - |
| Participant deferral / active EE | $0 | $2,381-100.0% | $3,568-100.0% | - |
| Admin fee / account holder | $0 | $2,248-100.0% | $4,507-100.0% | - |